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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,136 | $160,070-12.5% | $147,117-4.7% | $145,897-3.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.80% | 98.69%-62.9pp | 420.54%-384.7pp | 552.29%-516.5pp |
| Employer contribution / active EE | $13,084 | $5,285+147.6% | $4,932+165.3% | $4,663+180.6% |
| Participant deferral / active EE | $13,939 | $8,419+65.6% | $8,065+72.8% | $6,689+108.4% |
| Admin fee / account holder | $50 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |